Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.98B
AUM Growth
+$693M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,946
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$12.7M
3
+$10.3M
4
PCF
High Income Securities Fund
PCF
+$9.08M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.51M

Top Sells

1
+$10.6M
2
+$8.22M
3
+$7.21M
4
PGX icon
Invesco Preferred ETF
PGX
+$6.72M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$6.49M

Sector Composition

1 Technology 11.9%
2 Healthcare 5.58%
3 Financials 4.75%
4 Consumer Discretionary 4.7%
5 Communication Services 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.33M 0.03%
49,470
+21,023
502
$2.33M 0.03%
15,463
+2,664
503
$2.32M 0.03%
35,784
+1,476
504
$2.31M 0.03%
64,894
-2,408
505
$2.3M 0.03%
61,596
+10,358
506
$2.3M 0.03%
73,897
+3,097
507
$2.3M 0.03%
61,245
+2,462
508
$2.29M 0.03%
25,290
+964
509
$2.26M 0.03%
4,880
+68
510
$2.26M 0.03%
24,656
-508
511
$2.26M 0.03%
12,208
+1,114
512
$2.26M 0.03%
123,340
+14,940
513
$2.26M 0.03%
43,683
+6,312
514
$2.25M 0.03%
52,537
+6,759
515
$2.25M 0.03%
21,249
-11,683
516
$2.24M 0.03%
6,711
+60
517
$2.23M 0.03%
10,794
+1,030
518
$2.22M 0.03%
92,847
-7,837
519
$2.22M 0.03%
32,370
-2,918
520
$2.22M 0.03%
+113,499
521
$2.22M 0.03%
8,781
+28
522
$2.2M 0.03%
47,300
+1,315
523
$2.18M 0.03%
4,657
-956
524
$2.18M 0.03%
79,231
+22,967
525
$2.17M 0.03%
80,738
-1,142
19 20
21
22 23